High-assay low-enriched uranium intelligence — updated daily.
Surging electricity demand from AI data centres, robotics and advanced manufacturing is reviving nuclear interest, but many SMR designs depend on HALEU that the US does not yet produce at scale.
NANO Nuclear and subsidiary HALEU Energy Fuel signed a definitive agreement to buy NRC-licensed nuclear fuel processing assets, a deal that would make it owner of one of ten licensed fuel cycle facilities in the US.
Westinghouse will invest roughly $1 billion in a new LEU+ fuel manufacturing plant at its Columbia site in Hopkins, South Carolina, targeting commercial production from 2030 and fuel enriched to 5–8% U-235.
TerraPower has offtake agreements covering future QLE/Necsa output, while Centrus has signed HALEU supply deals with Oklo, X-energy, Radiant and Antares — a sign that contracted demand is running years ahead of production.
Quantum Leap Energy and South Africa's Necsa will build a test bench and commercial-scale HALEU enrichment facility at Pelindaba under an 80/20 joint venture, deploying the Aerodynamic Separation Process commercially for the first time.
Six companies — BWXT, Centrus, Framatome, GE Vernova, Orano and Westinghouse — have been selected for HALEU deconversion work worth up to $800 million, bridging UF6 output and reactor fuel.
Centrus was expected to reach 1.8 MTU of HALEU by the end of June 2026 — less than 10% of estimated demand — while Natrium's construction permit and 2030 target put pressure on fuel timelines.
Quantum Leap Energy, an ASP Isotopes subsidiary, will hold 80% of a joint venture with South Africa's Necsa to build HALEU production at Pelindaba, with TerraPower offtake already secured.
The U.S. Department of Energy has selected Centrus, Urenco USA, Orano USA and General Matter to produce HALEU, backed by up to $2.7 billion in financial support as the 2028 Russian uranium import ban approaches.
Centrus Energy has signed multi-year HALEU supply agreements with Antares Nuclear, Radiant and X-energy, adding customer prepayments that help fund its domestic enrichment build-out.
A 2026–2031 global enrichment outlook warns that HALEU production plans fall short of what a large advanced reactor fleet would need, even as SMR and microreactor developers sign multi-year fuel offtakes.
NANO Nuclear Energy and its subsidiary HALEU Energy Fuel signed a definitive agreement to acquire NRC-licensed fuel processing assets, including a licence for a never-built DUF6 deconversion and fluorine extraction facility in New Mexico.